DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for R•••••• J•••• • A••••••••• I•••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Katherine Margaret Hagan | St Petersburg, Fl | Aug 10, 2022 | Nov 27, 2018 |
| Steffen Watkins | St Petersburg, Fl | Aug 12, 2022 | Jan 29, 2020 |
The rule
- Registrations ended
- Aug 10, 2022 to Aug 12, 2022
- Registered next
- Nov 27, 2018 to Jan 29, 2020
- Branch state
- FL
- Cities
- 1, most in St Petersburg, Fl
- Registered there that day
- 5,197 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape